Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Rockwell Automation, Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,420
- +149 vs. Q3 2025
- Shares held
- 95.4M
- +3.61M (+3.9%) vs. Q3 2025
- Total value
- $37.1B
- +$4.99B (+15.6%) vs. Q3 2025
- New holders
- 229
- 473 more added
- Sold out
- 80
- 440 more reduced
25 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 1,885 | $733.3K | 0.02% | +5+0.3% | Added |
| TigerOak Management, L.L.C. | 1,886 | $733.8K | 0.22% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,891 | $735.8K | 0.01% | +109+6.1% | Added |
| IFP Advisors, Inc | 1,894 | $736.9K | 0.02% | +152+8.7% | Added |
| Ballentine Partners, LLC | 1,914 | $744.7K | 0.01% | +54+2.9% | Added |
| Quadrant Capital Group LLC | 1,924 | $748.6K | 0.02% | +15+0.8% | Added |
| BankChampaign, National Association | 1,954 | $760.2K | 0.75% | +1,954 | New |
| Cascade Financial Partners, LLC | 1,965 | $764.5K | 0.08% | −155−7.3% | Reduced |
| Argent Advisors, Inc. | 1,982 | $771.1K | 0.22% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,986 | $772.7K | 0.05% | −85−4.1% | Reduced |
| Hamrick Investment Counsel, llc | 1,987 | $773.1K | 0.57% | +1,987 | New |
| Phoenix Holdings Ltd. | 1,978 | $774.6K | 0.01% | +135+7.3% | Added |
| Occudo Quantitative Strategies LP | 1,991 | $774.6K | 0.05% | −6,503−76.6% | Reduced |
| AlphaCentric Advisors LLC | 2,000 | $778.1K | 0.78% | +2,000 | New |
| LRI Investments, LLC | 2,006 | $780.6K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,022 | $786.7K | 0.01% | −47−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 2,037 | $792.7K | 0.01% | −12−0.6% | Reduced |
| Stewardship Concepts Financial Services LLC | 2,032 | $793.0K | 0.67% | +2,032 | New |
| Signaturefd, LLC | 2,039 | $793.5K | 0.01% | +226+12.5% | Added |
| Integrated Investment Consultants, LLC | 2,060 | $801.5K | 0.16% | −6−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,067 | $804.2K | 0.03% | +634+44.2% | Added |
| Stiles Financial Services Inc | 2,077 | $808.0K | 0.25% | −16−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,089 | $812.8K | 0.02% | −597−22.2% | Reduced |
| Neville Rodie & Shaw Inc | 2,100 | $817.0K | 0.06% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $817.0K | 0.36% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,103 | $818.3K | 0.00% | +120+6.1% | Added |
| Silvercrest Asset Management Group LLC | 2,131 | $829.1K | 0.01% | 00.0% | Unchanged |
| Drake & Associates, LLC | 2,155 | $838.3K | 0.17% | +8+0.4% | Added |
| Hilltop Holdings Inc. | 2,155 | $838.4K | 0.05% | +882+69.3% | Added |
| Empower Advisory Group, LLC | 2,160 | $840.4K | 0.00% | +636+41.7% | Added |
| Equitable Trust Co | 2,162 | $841.2K | 0.04% | −436−16.8% | Reduced |
| Advisors Capital Management, LLC | 2,171 | $845.0K | 0.01% | +109+5.3% | Added |
| Syon Capital LLC | 2,196 | $854.5K | 0.04% | +531+31.9% | Added |
| Hoge Financial Services, LLC | 2,202 | $856.6K | 0.46% | +9+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 2,222 | $864.5K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,259 | $879.0K | 0.02% | −20−0.9% | Reduced |
| Qtron Investments LLC | 2,267 | $882.0K | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,284 | $888.7K | 0.03% | −1,816−44.3% | Reduced |
| Vestcor Inc | 2,290 | $891.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,264 | $891.4K | 0.03% | +323+16.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $898.8K | 0.34% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,322 | $903.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,310 | $909.3K | 0.09% | +13+0.6% | Added |
| SCS Capital Management LLC | 2,349 | $913.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 2,353 | $915.5K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,373 | $923.3K | 0.21% | −10−0.4% | Reduced |
| Callan Family Office, LLC | 2,378 | $925.0K | 0.02% | +600+33.7% | Added |
| Interchange Capital Partners, LLC | 2,386 | $928.2K | 0.17% | −62−2.5% | Reduced |
| Aaron Wealth Advisors | 2,390 | $930.2K | 0.05% | +1,782+293.1% | Added |
| Cito Capital Group, LLC | 2,400 | $934.0K | 0.27% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,408 | $936.9K | 0.06% | +10+0.4% | Added |
| Atomi Financial Group, Inc. | 2,409 | $937.4K | 0.03% | +189+8.5% | Added |
| Kinneret Advisory, LLC | 2,413 | $938.8K | 0.08% | −66−2.7% | Reduced |
| Meeder Advisory Services, Inc. | 2,437 | $948.2K | 0.04% | +1,122+85.3% | Added |
| Torrey-Payne Wealth Management, LLC | 2,264 | $951.8K | 0.85% | +2,264 | New |
| Marble Wealth, LLC | 2,455 | $955.3K | 0.13% | +2,455 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,487 | $967.6K | 0.05% | −431−14.8% | Reduced |
| Western Wealth Management, LLC | 2,491 | $969.0K | 0.04% | −90−3.5% | Reduced |
| Whittier Trust Co | 2,345 | $969.3K | 0.01% | −111−4.5% | Reduced |
| Golden State Wealth Management, LLC | 2,501 | $973.1K | 0.10% | −95−3.7% | Reduced |
| Finivi Inc. | 2,531 | $984.6K | 0.57% | −175−6.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,559 | $995.5K | 0.07% | +46+1.8% | Added |
| Ameritas Advisory Services, LLC | 2,559 | $995.8K | 0.04% | −32−1.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,605 | $1.01M | 0.05% | −5−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 2,583 | $1.02M | 0.05% | +398+18.2% | Added |
| Hillsdale Investment Management Inc. | 2,620 | $1.02M | 0.03% | −30−1.1% | Reduced |
| WBI Investments | 2,620 | $1.02M | 0.27% | +96+3.8% | Added |
| Mendel Money Management | 2,627 | $1.02M | 0.43% | −100−3.7% | Reduced |
| Calamos Wealth Management LLC | 2,636 | $1.03M | 0.04% | +1,654+168.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,661 | $1.04M | 0.03% | +1,621+155.9% | Added |
| Valeo Financial Advisors, LLC | 2,669 | $1.04M | 0.02% | +150+6.0% | Added |
| Mount Yale Investment Advisors, LLC | 2,687 | $1.05M | 0.05% | +2,687 | New |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $1.05M | 0.27% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,639 | $1.05M | 0.17% | −88−3.2% | Reduced |
| Umb Bank N A | 2,726 | $1.06M | 0.01% | +131+5.0% | Added |
| Massmutual Trust Co FSB | 2,758 | $1.07M | 0.03% | −17−0.6% | Reduced |
| Acropolis Investment Management, LLC | 2,758 | $1.07M | 0.05% | +362+15.1% | Added |
| Choate Investment Advisors | 2,761 | $1.07M | 0.02% | +418+17.8% | Added |
| Alps Advisors Inc | 2,767 | $1.08M | 0.01% | +269+10.8% | Added |
| Beaton Management Co. Inc. | 2,768 | $1.08M | 0.47% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,773 | $1.08M | 0.32% | −9−0.3% | Reduced |
| Integrated Advisors Network LLC | 2,774 | $1.08M | 0.05% | −152−5.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,779 | $1.08M | 0.05% | +937+50.9% | Added |
| Sit Investment Associates Inc | 2,780 | $1.08M | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,784 | $1.08M | 0.11% | +2,784 | New |
| Monetta Financial Services Inc | 2,800 | $1.09M | 0.78% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,621 | $1.10M | 0.03% | −535−17.0% | Reduced |
| MONECO Advisors, LLC | 2,836 | $1.10M | 0.09% | +429+17.8% | Added |
| Sovran Advisors, LLC | 2,640 | $1.11M | 0.09% | −464−14.9% | Reduced |
| Stonebridge Capital Advisors LLC | 2,860 | $1.11M | 0.08% | −175−5.8% | Reduced |
| Farther Finance Advisors, LLC | 2,867 | $1.12M | 0.01% | +328+12.9% | Added |
| Wealthcare Advisory Partners LLC | 2,874 | $1.12M | 0.02% | +1,667+138.1% | Added |
| Capital Investment Advisors, LLC | 2,888 | $1.12M | 0.02% | +605+26.5% | Added |
| CLG LLC | 2,932 | $1.14M | 0.28% | −9−0.3% | Reduced |
| Rossmore Private Capital | 2,968 | $1.15M | 0.10% | 00.0% | Unchanged |
| Wahed Invest LLC | 2,978 | $1.16M | 0.15% | −117−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,978 | $1.16M | 0.07% | 00.0% | Unchanged |
| Fire Capital Management LLC | 2,984 | $1.16M | 0.58% | −192−6.0% | Reduced |
| Pictet & Cie (Europe) SA | 2,985 | $1.16M | 0.02% | −914−23.4% | Reduced |
| RBF Capital, LLC | 3,000 | $1.17M | 0.05% | 00.0% | Unchanged |